100% 5-star reviews
Helping Seniors Live Fully, Every Day.
The Independence you Want. The Support You Need.
Meet your personal assistant today—includes a free consultation and your first hour on us.
We’re your professional daughters
We’re here to help in all the ways a daughter might — showing up on time, noticing the little things, and caring deeply about your comfort and peace of mind. Whether we’re running errands, managing paperwork, organizing your space, or simply sharing stories over coffee, our goal is to bring ease, connection, and a sense of family into your everyday routine.
How can we help you?
Administrative Assistance
Services include:
Sort mail, file, and shred sensitive documents
Scheduling support and calendar management
Maintain organized systems for both physical and digital files
Email correspondence and management
Note-taker at doctor appointments
Place customer service phone calls
Organize usernames, passwords, and address books
Assist with insurance paperwork and claims
Running Errands
Services include:
Grocery shopping
Dry cleaning drop-off and pick-up
Prescription drop-off and pick-up
Post office visits
Returns and exchanges
Transportation
Services include:
Rides to doctor appointments and follow-ups
A lift to social gatherings, lunches, or local events
Drop-off and pickup at the airport
Transportation and companionship running errands
Stay for the duration — offering company, conversation, or advocacy as needed
Home Management
Services include:
Light housekeeping
Laundry
Change linens
Meal preparation
Seasonal decorating
Estate Organization & After-Loss Support
Services include:
Simplify personal and household affairs to ease the responsibilities of your future executor
Organize and clearly document key financial, legal, and personal information
Review and confirm that all beneficiary designations are accurate and up to date
Coordinate with family members and trusted advisors to help ensure a smooth, timely estate process
Assist with final details such as securing survivor benefits, closing accounts, settling bills, and managing estate cleanout
Financial Services
Services include:
Sort, file, and organize financial documents and paperwork
Set up or simplify bill pay systems
Review bills and financial statements for accuracy, balance accounts, and negotiate late fees
Create simple and easy-to-understand budgets and cash flow statements for proper planning
Collaborate with financial advisors, estate attorneys, and CPAs
A client's Story
Trusted by Our Community
Meet Kelly "O" Ogden
The "O" Stands for Organization!
With a Master's Degree in Accounting and a passion for helping people, Kelly brings professional expertise and personal care to every client relationship. She's the helper at heart who does a little happy dance every time an item gets crossed off your to-do list!
Why Kelly's Approach is Different
Personal Relationships: We get to know you personally - it's not just business, it's friendship
Completely Customized: Services tailored to your lifestyle, schedule, and budget
Trust & Dependability: Someone you can count on who truly cares about you
Thoughtful support starts here
STEP 1. Start with a consultation
We begin with a free consultation—either in person or over the phone—to learn about your needs, personality, and preferences.
STEP 2. Find your perfect match
Based on your needs and location, we pair you with a personal assistant who’s a great fit for your lifestyle.
STEP 3. Meet and get started
You’ll meet your assistant in person, exchange contact info, and set up your first visit together.
Step 4. Build a lasting relationship
You and your assistant will coordinate your schedule directly, creating a rhythm that fits naturally into your life. Many of our clients work with the same assistant for months or even years, enjoying the comfort of familiar support and a relationship that continues to grow over time.
1,000+
Smiles Transformed
0
Long-term Contracts
100%
Personalized Approach
12+
Service Categories
Proudly Serving Charlotte, NC
Concierge services for seniors throughout the Charlotte metropolitan area
Frequently Asked Questions
Do I really need this kind of help?
Personal assistance is a great fit for anyone who’s looking for a little extra support with daily routines, errands, or staying organized. Whether you’ve recently retired, recovering from surgery, managing life solo, or simply ready to simplify your day-to-day, we’re here to help make life feel easier and more enjoyable.
Do you take insurance?
We are a private-pay service, but in some cases, long-term care insurance policies may reimburse for household help. We’re happy to assist you in reviewing your policy or checking your benefits to see what might be covered.
Is there a long-term contract or minimum number of hours?
There’s no long-term contract required. You simply agree to pay for the services provided, with a service agreement outlining your chosen services and our rates so we’re all on the same page from the start. You can work with your assistant on a schedule that works for you. There is a one-hour minimum for each visit.
What if I’m not comfortable having someone in my home?
We completely understand — inviting someone into your personal space is a big step. That’s why we carefully match each client with an assistant based on personality, needs, and location. Every team member is background checked and vetted, and we begin with an in-person meet-and-greet so you can get to know each other before the first visit. Over time, many clients tell us their assistant becomes one of the most trusted people in their life.
I don’t want to be a burden to my family. Can this help?
Yes, and in the most beautiful way! Hiring a personal assistant allows you to maintain your independence while also giving your family peace of mind. Many clients tell us it feels empowering to have consistent support that’s just for them — without needing to ask their loved ones for help.
What happens if my assistant isn’t available and I need help?
We have a team of wonderful, dependable personal assistants ready to step in whenever needed. If your usual assistant is unavailable, we’ll make sure another trusted team member is there to support you so you’re never left without help.
What happens if I need to cancel?
If you need to cancel, we ask for at least 24 hours’ notice. If that’s not possible, a one-hour fee will apply. We understand that life happens, and we’ll always do our best to work with you when unexpected changes come up.
Ready to Reclaim Your Life?
Haven't you earned the right to have fewer things to worry about, more time for yourself, and more joy?
Hours
Mon: 8:00 am – 06:00 pm
Tue: 8:00 am – 06:00 pm
Wed: 8:00 am – 06:00 pm
Thu: 8:00 am – 06:00 pm
Fri: 08:00 am – 06:00 pm
Sat: By Appointment
Sun: Closed
Areas We Serve
Charlotte, NC & nearby neighborhoods
Kelly Ogden Lifestyle Management, 2025
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